Setting Up FieldPulse Payments

Who uses this: An Administrator submits the application — Administrator is the only role that can open Company Settings; once it is accepted, FieldPulse Payments is available to all admin users, and you choose which other user roles can process payments. Availability: Businesses located in the United States, on an approved FieldPulse Payments merchant account.

FieldPulse Payments runs on a merchant account you apply for from inside FieldPulse. You open the application from the FieldPulse Payments tile in Company Settings, fill in your business, ownership, and banking details, and submit it. The application requires a credit check, and you receive a decision within 3 business days.

Overview

The FieldPulse Payments application collects your business, ownership, and banking details so FieldPulse can set up your merchant account. You start it from the FieldPulse Payments tile in Company Settings > Features & Plugins, and the form opens in a new browser tab. After you submit the application, the tile reads Application Pending while the team reviews it, and within 3 business days a pop-up notification in the web app gives you one of three outcomes — Accepted, RFI, or Rejected. For what FieldPulse Payments does once your merchant account is approved, see the FieldPulse Payments Overview.

Before you begin

Be ready for a credit check. The FieldPulse Payments application requires one.
Have your business details on hand — legal business name matching your IRS documents, TIN, business type, MCC code, date established, and a legal business address that is not a PO box.
Have your ownership details — contact type, title, percentage and date of ownership, and your answers on significant responsibility and politically exposed person status.
Have your banking details — account type, the name on the account as it appears on your checks, and your routing number.
Have any documents you need to upload ready, such as a business license or SS-4.

Step-by-step setup

In the left-hand menu, select Company Settings.
At the top of the screen, select Features & Plugins.
Scroll down to the purple FieldPulse Payments tile.
Select the green Enable button to begin the application. FieldPulse generates your profile and opens the application form in a new browser tab, which can take a moment.
Fill in the application form with your business details. The merchant detail fields below explain what to enter in each field.
Select Submit. Your FieldPulse Payments tile updates to Application Pending, and you receive a decision within 3 business days.

Application statuses

After the review, a pop-up notification in the web app tells you the outcome of your FieldPulse Payments application.

Status	What it means and what to do
Accepted	Your application is approved. FieldPulse Payments becomes available to all admin users, and you select which user roles can process FieldPulse payments — both taking payments and issuing refunds — in the pop-up. To set access for one specific user, go to Company Settings > User Accounts.
RFI (Request for Information)	The team needs more information before deciding. Respond from the web app pop-up, or open the FieldPulse Payments tile in Company Settings — a red bubble in the top-right corner of your screen details what is needed before you resubmit. An RFI can arrive at any time, for example when a driver’s license on file expires and needs updating.
Rejected	Your application was not approved because it does not meet the current eligibility requirements. Check your inbox for an email explaining why, and contact the FieldPulse team for context or next steps.

Each status arrives as a pop-up on your FieldPulse dashboard.

Approval pop-up reading Congratulations! You've Been Approved, with Admin and Manager selected as the roles that can process FieldPulse payments

Pop-up reading Action Required RFI - Required Further Information, stating the payment application is incomplete, with an Edit Application button

Pop-up reading Payment application is rejected, stating the application does not meet the current eligibility requirements

Once your application is accepted, see the FieldPulse Payments Overview for how FieldPulse Payments works in the web app, and How to Collect Payments: 3 Methods for taking payments on the mobile app.

Upgrading FieldPulse Payments

If your FieldPulse Payments tile shows an Upgrade option, you can move to the latest FieldPulse payment processor at any time. Select Upgrade, then select Continue in the pop-up. You fill out updated merchant information, which goes through an approval process before the switch is finalized. Upgrading does not disrupt your ability to collect payments with your current setup.

FieldPulse Payments tile with the Upgrade option outlined in red, above the Disable and Learn More buttons

FieldPulse Upgrade Payment pop-up explaining the move to the latest payment processor, with Continue and Dismiss buttons

Merchant detail fields

The application collects your merchant details in four groups. Use these tables for what to enter in each field.

Business Information

Field	What to enter
Merchant DBA Name	The operating name of the account’s company, if it differs from the legal name. This is the default name shown on customer credit card statements.
Legal Business Name	The legal business name, matching precisely how it appears on the IRS documents for the business.
TIN Type	SSN (Social Security Number, United States), EIN (Employer Identification Number, United States), BN (Business Number, Canada), or SIN (Social Insurance Number, Canada).
TIN	The number for the TIN type you selected.
Website	Your business website. If you do not have one, enter a social media page, LinkedIn, or another relevant link for your business.
Business Type	Sole Proprietor, Corporation, Limited Liability Company (LLC), Partnership, Non-Profit Organization, or Government Organization. The table below defines each one.
MCC Code	The Merchant Category Code, which identifies the type of business a merchant is engaged in.
Date Established	The date your business was started.
Business Address	Your legal business address. No PO box addresses are accepted.
Product/Service Description	The type of service or product your business offers.
Average Ticket	The dollar amount of your average transaction.
High Ticket	The dollar amount of your highest transaction.
Annual Sale Volume	The total dollar amount of sales for your business in a year.
Days to Ship	The average timeframe from transaction to delivery.

Business Type option	What it means
Sole Proprietor	An individual who owns and operates their business independently, bearing full responsibility for its debts and liabilities.
Corporation	A legal entity separate from its owners, providing limited liability protection to its shareholders while the business operates under a distinct business name.
Limited Liability Company (LLC)	A flexible business structure that combines the liability protection of a corporation with the tax benefits of a partnership.
Partnership	A business structure in which two or more individuals operate a business together, sharing its profits, losses, and management responsibilities. Profits and losses are usually reported on the individual partners’ tax returns.
Non-Profit Organization	An entity that operates for a charitable purpose.
Government Organization	An entity that operates at the local, state, or federal level.

Owners

Field	What to enter
Contact Type	Owner, Director, or Executive.
Title	The person’s title, for example Chief Executive Officer (CEO).
Address	The owner’s street address. No PO box addresses are accepted.
Percentage of Ownership	The proportion of ownership this member holds.
Date of Ownership	The date this owner assumed legal ownership of the business, in part or whole.
Significant Responsibility	Yes or No — whether this owner has significant responsibility for managing the merchant account, such as an executive officer or senior manager (chief executive officer, chief financial officer, chief operating officer, managing member, general partner, president, vice president, treasurer, or anyone who regularly performs similar functions).
Politically Exposed Person	Yes or No — whether this person has been entrusted with a prominent public function, such as a head of state or government, a senior politician, a senior government, judicial, or military official, a senior executive of a state-owned corporation, or an important political party official.

Banking Information

Field	What to enter
Account Type	Personal Checking, Personal Savings, Corporate Checking, or Corporate Savings.
Name on Account	The name of the person or corporation on the account. This must match what is displayed on your checks.
Routing Number	9 digits for United States banks and 8 digits for Canadian banks.

Attachments

Field	What to enter
Select Document Type to Upload	Business License, SS-4, or Other.

Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen.

Your application is working when the FieldPulse Payments tile reads Application Pending right after you submit — and, once it is accepted, you assign the user roles that can take payments and issue refunds.

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Troubleshooting & Reference

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Setting Up FieldPulse Payments

Overview

Before you begin

Step-by-step setup

Application statuses

Upgrading FieldPulse Payments

Merchant detail fields

Business Information

Owners

Banking Information

Attachments

Still need help?

​Overview

​Before you begin

​Step-by-step setup

​Application statuses

​Upgrading FieldPulse Payments

​Merchant detail fields

​Business Information

​Owners

​Banking Information

​Attachments

​Still need help?

​Related articles

Overview

Before you begin

Step-by-step setup

Application statuses

Upgrading FieldPulse Payments

Merchant detail fields

Business Information

Owners

Banking Information

Attachments

Still need help?

Related articles